Foster Dykema Cabot & Partners (FDC) offers wealth management services to families and individuals, including high net worth individuals, trusts, and estates. FDC also provides investment advice to a limited number of pension, profit sharing plans, and non-profit entities. In addition to investment management, FDC offers financial planning advice and family office services. FDC works with clients' accountants and attorneys to provide a comprehensive range of financial services. Investment advice is tailored to individual client needs, considering age, risk tolerance, investment objectives, and cash needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 1.00% |
| $15.0M - $45.0M | 0.75% |
| $45M+ | 0.65% |
Fees are negotiable in special circumstances. Certain clients have requested special family office services for which FDC charges a separate, negotiated fee. FDC also charges certain clients monitoring fees which are less than the standard advisory fee and are determined on an individualized basis.